HDV vs IJR: how much do they overlap?
iShares Core High Dividend ETF (HDV) · iShares Core S&P Small-Cap ETF (IJR)
overlap by weight · 4 shared holdings
HDV: 74 holdings (as of 2026-01-31) · IJR: 605 holdings (as of 2026-03-31)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
HDV and IJR hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in HDV | in IJR |
|---|---|---|---|
| Moelis & Co | MC | 0.08% | 0.22% |
| Magnolia Oil & Gas Corp | MGY | 0.06% | 0.37% |
| Cohen & Steers Inc | CNS | 0.04% | 0.11% |
| Reynolds Consumer Products Inc | REYN | 0.02% | 0.08% |
FAQ
How much do HDV and IJR overlap?
HDV and IJR have a 0.2% overlap by weight, sharing 4 holdings (out of 74 in HDV and 605 in IJR), based on official issuer holdings as of 2026-01-31.
What does 0.2% overlap mean?
HDV and IJR hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do HDV and IJR both hold?
The largest shared positions are Moelis & Co, Magnolia Oil & Gas Corp, Cohen & Steers Inc, Reynolds Consumer Products Inc. The full list of top shared holdings with weights in each fund is shown on this page.